Managing your envelopes

Here you see where to find, filter and follow your envelopes, and what to do in each status.

Where envelopes are

1. On the Home page, the Your envelopes card shows the total and the split between Completed, Pending and Canceled; click one of them to open the list already filtered. Use the Created (the ones you sent) and Received (the ones you need to sign) options to switch. Next to it, the Waiting for signature card (or Waiting for your signature, in Received) lists the pending envelopes, oldest first, and the “See all →” link opens the full list.

2. In the side menu, Created Envelopes opens a submenu to filter by status: All, Drafts, Pending, Canceled, Completed, Blocked and Deleted. Received Envelopes has All, Pending, Signed, Awaiting signature, Canceled and Blocked.

The “My Envelopes” list

3. In the list you can:

• Search by envelope title (company administrators also have the “Created by” field);
• Sort by the field chosen in “Sort by…”, in Ascending or Descending order;
• Filter Period, choosing the “From” and “To” dates and clicking “Apply Filter” (and “Clear filter” to remove it);
• Switch the layout (cards, list or table) with the icons on the right.

Each card shows the status, title, creator, the creation, completion and expiration dates (with the Expired mark when the date has passed) and the “signed” progress (for example, 1/2 signed). In the cards and table layouts, tick the checkbox of the envelopes and use “Move to folder” to organize them: see Folders.

The envelopes other people sent to you are in Received Envelopes.

Envelope details

4. Click an envelope to open the Envelope Details: title, description, creator, status (hover the “?” to see what it means), dates, ICP, Blockchain and marker. If someone refused the envelope, the Refusal field also appears, with who refused, when and the reason. Further down are the Notification routine, the Signers and the Documents. The actions at the top change according to the status:

Whoever is neither the envelope creator nor a company administrator can only view it. Deleted envelopes (only drafts can be deleted) are in Created Envelopes > Deleted; when you open one, the Restore Envelope button brings it back.

5. Click a signer to see the data, order, type and notification history, and to resend the request by e-mail, WhatsApp or SMS or copy the link. The dot next to the name shows their situation: orange (Waiting), blue (Signature pending, when they signed and the photo still needs to be approved), green (Signed) and red (Rejected). Learn more in Resending notifications.

6. In the Documents area, click the file to see the original or the signed document.

See also

• Envelope creation
• Envelope signature status
• Block Envelope
• Cancel envelope
• How to sign an envelope?

For more information visit our website: https://assin.com.br/

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